TIM
KRG icon

Tortoise Investment Management’s Kite Realty KRG Stock Holding History

Tortoise Investment Management’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13
Closed -$290 – 872
2025
Q3 		$290 Buy
+13
New +$290 ﹤0.01% 1265

Other funds holding KRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tortoise Investment Management's KRG Position: Q4 2025 in Review

Tortoise Investment Management sold out of Kite Realty (KRG) in Q4 2025, closing a stake of 13 shares — an estimated $290 sold.

Tortoise Investment Management first reported a position in KRG in Q3 2025 and held it in 1 quarter. The position peaked at $290 in Q3 2025. 363 funds tracked by Wall St. Rank hold KRG as of Q4 2025.

  • Tortoise Investment Management reported no remaining Kite Realty position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 13 Kite Realty shares in Q4 2025, an estimated $290.
  • Tortoise Investment Management first reported a position in Kite Realty in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Kite Realty position peaked at $290 in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Kite Realty as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.